Family Office Of The Year: Caprock, Corient Private Wealth And Crescent Grove Advisors
Published: January 29, 2024
The WSR Wealth Exemplar Awards Family Office of the Year goes to the top three financial advisory firms with a majority or significant focus on ultra-high net worth client families and engage in (themselves or through affiliates) sophisticated, tailored services typically offered to this clientele such as concierge services, tax and estate planning and art investment advice.
Crescent Grove Advisors
Lake Forest, Illinois-based Crescent Grove Advisors specializes in cultivating long-lasting relationships with first-generation wealth builders. Its concierge-style family office experience takes an integrated approach to financial planning, trust and estate planning, investment management and consulting, investment strategy and implementation, generational and legacy planning, business succession planning, family education, full-service tax preparation and planning, charitable giving and insurance consulting.
As of Sept. 30, Crescent Grove had over $4 billion in assets across 350 client relationships. The employee-owned firm, which was founded in 2015, also has offices in Milwaukee and Atlanta.